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Lombard Odier & Cie (Bahamas)’s United Parcel Service UPS Stock Holding History

Lombard Odier & Cie (Bahamas)’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$103K – 103
2014
Q2 		$103K Hold
1,000
– – 0.04% 80
2014
Q1 		$97K Buy
+1,000
New +$97.5K 0.04% 81

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lombard Odier & Cie (Bahamas)'s UPS Position: Q3 2014 in Review

Lombard Odier & Cie (Bahamas) sold out of United Parcel Service (UPS) in Q3 2014, closing a stake of 1,000 shares — an estimated $103K sold.

Lombard Odier & Cie (Bahamas) first reported a position in UPS in Q1 2014 and held it in 2 quarters. The position peaked at $103K in Q2 2014. 1,087 funds tracked by Wall St. Rank hold UPS as of Q3 2014.

  • Lombard Odier & Cie (Bahamas) reported no remaining United Parcel Service position as of Q3 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Bahamas) sold 1,000 United Parcel Service shares in Q3 2014, an estimated $103K.
  • Lombard Odier & Cie (Bahamas) first reported a position in United Parcel Service in Q1 2014 and held it in 2 quarters.
  • Lombard Odier & Cie (Bahamas)'s United Parcel Service position peaked at $103K in Q2 2014.
  • 1,087 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2014.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q3 2014, filed 14 Nov 2014.